CONSULTANCY PACKAGE FEATURE |
EZ BUSINESS |
STANDARD |
PREMIUM |
|
| BUSINESS MANAGEMENT | BUSINESS INSURANCE advice: – Worker Compensation – E&O (Error and Omission) – Business Liability |
Y | Y | Y |
| TAX SERVICE PROCESS: – Interview Taxpayer – Fill out Tax Interview Form – Prepare Tax File – Review Tax File before release to Taxpayer – eFile Tax File – eFile Tax Extension |
Y | Y | Y | |
| —————————————————— | ||||
| TAX SOFTWARE: – Install Tax Software – Setup default Tax Form & Firm information – eFile Tax Files – Check eFile Tax File status – Standard troubleshoot |
Y | Y | Y | |
| —————————————————— | ||||
| SERVICE FORM/TEMPLATE MATERIALS: – Client Information Form – Interview Form – Tax File Noted Form – Tax File Log Template – Price Quote Template – Taxwise Software Form Instruction |
Y | Y | Y | |
| —————————————————————————————————– | ||||
| BRANDED WEBSITE | TAX SERVICE WEBSITE: – Introduce Firm information – Introduce Tax Service – Business Map/Contact – Online Appointment Booking Function – Languages: English, Spanish & Chinese Website displays by two layouts: Desktop & Mobile |
Y | Y | Y |
| —————————————————— | ||||
| MARKETING MATERIAL: – Business Service Leaflet – Business Service Brochure |
Y | Y | Y | |
| —————————————————————————————————– | ||||
| BUSINESS SUPPORTING | SUPPORT ON STANDARD TAX FILES * Extra fee may be added on BIG File |
25 Files | 35 Files | 50 Files |
| —————————————————— | ||||
| SUPPORT ENROLLMENT OBAMACARE | Y | Y | Y | |
| —————————————————— | ||||
| SUPPORT TO OPEN 401k, IRA & ROTH IRA | Y | Y | Y | |
| —————————————————— | ||||
| SUPPORT ON BUSINESS CONSULTANT: – Advice on client’s file scenarios – Advice on client’s question |
Y | Y | Y | |
| 1 YEARS SERVICE FEE | $ 5,500 | $ 6,500 | $ 8,000 | |
| —————————————————————————————————– | ||||
| PROMOTION: | EXTRA Support Year service | + 1 Year * Total 2 Years Support |
+ 1 Year * Total 2 Years Support |
+ 1 Year * Total 2 Years Support |
| —————————————————— | ||||
| OR EXTRA Support on Standard TAX File | + 10 Files * Total 35 Files |
+ 15 Files * Total 50 Files |
+ 20 Files * Total 70 Files |
|
| —————————————————————————————————– | ||||
| Start with TAX Consultancy,
and add services as you need them |
EZ BUSINESS | STANDARD | PREMIUM | |
| TAX PREPARATION TRAINING | CTEC LICENSE: – CTEC ID – EFIN – Bond – PTIN |
$500 | ||
| —————————————————— | ||||
| SOFTWARE TRAINING | $400 | |||
| —————————————————————————————————– | ||||
| SOFTWARE | LICENSE (Yearly) | Start form $549 | ||
| —————————————————————————————————– | ||||
| BRANDED WEBSITE | TAX SERVICE WEBSITE | $500 | ||
| —————————————————— | ||||
| TAX BLOG FUNCTION: – Manage Business Blogs/Articles |
$700 | |||
| —————————————————— | ||||
| Other Service Pages: – Integrate 1 Service Page |
$100 | |||
| —————————————————————————————————– | ||||
| Other TAX FILE SERVICES | CUREENT YEAR TAX FILE supporting: – Tax Preparation – Tax File Extension – Amended Tax Return |
Y | Y | Y |
| —————————————————— | ||||
| PREVIOUS YEAR TAX FILE: – Previous year Tax Preparation – Amended Previous year tax return |
starting from $60/Tax File | |||
| —————————————————— | ||||
| Application Tax ID – ITIN | $50 – $80/ITIN | |||
| —————————————————— | ||||
| IRS/Franchise Tax Board Letter | starting from $60/Case | |||
| —————————————————————————————————– | ||||
| ACCOUNTING SERVICES | PAYROLL | Contact for detail | ||
| BOOKKEEPING | Contact for detail | |||
| SALE TAX | Contact for detail | |||
